# Set up a workspace

> Take a new Signalbox workspace from a connected HubSpot to a working flow. Use when someone has just signed up, or asks what is left to set up.

An agent reads this skill with `get_skill` and the name `set-up-workspace`. It is also the MCP prompt `set-up-workspace`, and part of the [Claude Code plugin](/agents/connect-other-clients/).

What follows is the skill as the agent reads it.

Work down this list. `get_started` says which steps are already done: skip those. Some steps need a person in a browser. Say which, give the link, and carry on with what you can do.

## 1. See where things stand

Call `get_started`. Read `missing`. Tell the person in a few lines what is done and what is left.

## 2. HubSpot (a person)

If HubSpot is not connected, a person must connect it: Settings in Signalbox. You cannot. Stop here until it is done.

Once connected, call `get_hubspot_status`. If the forms or reps have never been read, call `sync_hubspot` (Publish level) and check the status again after a minute.

## 3. The website

Call `list_sites`. If the site is missing, ask for its address and call `add_site` (Publish level). The answer holds the tag: one line to put in the head of every page that has a form. Give it to the person. If the site sends a Content-Security-Policy header, point them to the install guide.

## 4. Reps and calendars (each rep)

Call `list_reps`. A rep with no connected calendar gets no leads. For each one who should, call `send_calendar_link` (Publish level). The rep gets an email and connects their own calendar. You never see the link.

Tell the person who has been sent a link. Do not wait for the reps: carry on.

## 5. A queue

If leads will be shared between reps, call `save_queue` (Build level) with a name and its members (rep ids from `list_reps`). The defaults suit most teams: the rep with the fewest leads for their weight goes next, counted when picked, reset monthly.

## 6. A meeting type and working hours

If the flow will show a calendar, call `save_meeting_type` (Build level): a name and a length in minutes are enough.

Call `get_working_hours`. If the hours or the time zone are wrong for the team, ask, then `set_working_hours` (Publish level).

Once a rep has connected, `preview_free_times` shows the times a visitor would be offered. Use it to check the hours make sense.

## 7. A flow

Follow the `build-a-flow` skill (`get_skill` with `build-a-flow`).

## 8. Go live

When the person has agreed to the flow:

1. `publish_flow`.
2. `set_form_flow` for the form, and `set_form_routing` on.
3. Ask the person to submit the form once on the real page.
4. If you may read leads, `list_leads` then `get_lead` shows the lead and the path it took. If not, give them the link to Leads.

## Finish

Tell the person what is set up, what is waiting on someone else (HubSpot, a rep's calendar, the tag on the site), and where to look: the links from the tools.